§ 13F · FUND PROFILE
StrongBox Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $263.5T (13F)Positions · 85Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 595K | $30.1T | 9.9% | +4% |
| 2 | SHY | ISHARES TR | 164K | $13.6T | 4.5% | +3% |
| 3 | IJH | ISHARES TR | 187K | $12.4T | 4.1% | +21% |
| 4 | CGIE | CAPITAL GROUP INTERNATIONAL | 345K | $12.0T | 4.0% | +18% |
| 5 | GOOGL | ALPHABET INC | 37K | $11.5T | 3.8% | +3% |
| 6 | QUAL | ISHARES TR | 53K | $10.6T | 3.5% | −11% |
| 7 | MSFT | MICROSOFT CORP | 22K | $10.4T | 3.4% | +5% |
| 8 | QQQ | INVESCO QQQ TR | 16K | $9.7T | 3.2% | −1% |
| 9 | AVGO | BROADCOM INC | 28K | $9.6T | 3.2% | −5% |
| 10 | JPM | JPMORGAN CHASE & CO. | 25K | $8.1T | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRONGBOX SIGNAL
AC read
StrongBox Wealth, LLC is a Other fund managing $263510.9 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed